See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,565 | $78,672-33.2% | $109,143-51.8% | $85,850-38.8% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 9.93% | 25.09%-15.2pp | 25.75%-15.8pp | 318.53%-308.6pp |
| Employer contribution / active EE | $7,794 | $2,735+185.0% | $3,722+109.4% | $2,565+203.8% |
| Participant deferral / active EE | $425 | $3,467-87.7% | $4,653-90.9% | $3,952-89.2% |
| Admin fee / account holder | $2,456 | $5,469-55.1% | $6,752-63.6% | $6,260-60.8% |